Our goal is not only to monitor current performance but also to support future strategy. Whether it’s post-merger integrations, developing forecast models, or preparing management and private equity reports, we apply best practices and tailor them to your specific needs.
Management reports
Data only gains value when it leads to actionable insights. We create clear management reports that transform crucial financial and operational data into meaningful, decision-ready insights. We identify what matters most to your company and link it to key financial and operational KPIs. By efficiently integrating data from multiple systems, we deliver reports that enable fast, informed decision-making.
Banks & private equity reporting
Clear and consistent communication with banks and private equity firms is essential for maintaining trust and securing financing. Sorted helps you create accurate, well-structured reports. Whether it’s periodic performance updates, covenant monitoring, or ad-hoc analyses, we ensure you stay in control and can provide the right information on time.
Budgeting & forecasting
Budgeting is the foundation for successful strategy execution. Together, we create a goal-oriented annual budget, starting with a thorough analysis of historical data. We then identify key drivers such as expected cost savings, investments, and inflation effects. By accurately aligning these drivers with strategic goals, we ensure a realistic and forward-looking budget.
Additionally, we support the development of multi-year forecast models and periodic rolling forecasts. The multi-year forecast helps you quantify your strategy, while the rolling forecast provides real-time insights into progress and deviations from the budget. This enables you to quickly anticipate changes and make necessary adjustments.
Post-merger integration
After an acquisition is completed, the acquired company must be integrated into the parent organization. This involves migration at the financial level, as well as in other areas such as HR, IT, and Legal. From a financial perspective, this includes adapting the financial administration to the accounting standards of the parent company and implementing the monthly reporting cycle. Additionally, a strong relationship must be established with stakeholders within the newly acquired entity, ensuring they are effectively integrated into what is often, for them, a new stakeholder landscape and work environment.
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